Who can use this
- Sales reps, account owners, managers, RevOps, and admins working from pipeline and account context.
Before you start
- Connect CRM and complete field mapping before relying on CRM writeback.
- Check pipeline, view, filter, ownership, and record matching before assuming a record is missing.
- Confirm Deals access is enabled for your workspace; contact your admin or Ergo support if you do not see it.
Steps
- Review health on deal cards, deal detail, and company detail when available.
- Compare the signal with indexed emails, meetings, connected Slack context, stage, amount, close date, and owner.
- Use health history or trend context when available and supported by enough indexed activity.
- Confirm missing or stale activity before escalating a deal.
What to expect
- Health depends on available indexed source activity and CRM context.
- Deal health and account health have different scopes: deal health is opportunity-specific, while account health is company-level context when available.
- A weak or missing signal can mean missing data, not necessarily a bad deal.
- Health is separate from CRM stage and forecast category.
Common issues
- Emails or meetings are not associated with the deal or company.
- Recent CRM changes have not reached Ergo yet.
- The account is active, but activity is on a related company, contact, or deal.